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Ridgecrest Wealth Partners’s Tesla TSLA Stock Holding History

Ridgecrest Wealth Partners’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.52M Sell
3,626
-369
-9% -$147K 0.74% 29
2026
Q1 		$1.49M Hold
3,995
– – 0.82% 29
2025
Q4 		$1.8M Sell
3,995
-411
-9% -$182K 0.97% 24
2025
Q3 		$1.96M Sell
4,406
-475
-10% -$165K 0.89% 23
2025
Q2 		$1.55M Sell
4,881
-200
-4% -$60.3K 0.82% 28
2025
Q1 		$1.32M Buy
5,081
+562
+12% +$187K 0.69% 34
2024
Q4 		$1.83M Sell
4,519
-988
-18% -$318K 0.99% 20
2024
Q3 		$1.44M Buy
5,507
+1,617
+42% +$369K 0.75% 27
2024
Q2 		$770K Hold
3,890
– – 0.46% 45
2024
Q1 		$684K Sell
3,890
-269
-6% -$52.6K 0.41% 50
2023
Q4 		$1.03M Buy
4,159
+1,215
+41% +$289K 0.68% 33
2023
Q3 		$737K Buy
2,944
+340
+13% +$87.3K 0.52% 42
2023
Q2 		$682K Sell
2,604
-1,328
-34% -$266K 0.45% 46
2023
Q1 		$816K Buy
3,932
+67
+2% +$11.7K 0.58% 34
2022
Q4 		$476K Sell
3,865
-1,010
-21% -$191K 0.36% 52
2022
Q3 		$1.29M Buy
4,875
+201
+4% +$56.1K 1.05% 23
2022
Q2 		$1.05M Buy
4,674
+660
+16% +$180K 0.76% 34
2022
Q1 		$1.44M Sell
4,014
-165
-4% -$51.4K 0.92% 30
2021
Q4 		$1.47M Sell
4,179
-4,353
-51% -$1.46M 0.72% 33
2021
Q3 		$2.21M Sell
8,532
-99
-1% -$23.3K 1.2% 23
2021
Q2 		$1.96M Buy
8,631
+96
+1% +$20.8K 1.22% 23
2021
Q1 		$1.9M Buy
+8,535
New +$2.14M 1.81% 16

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ridgecrest Wealth Partners's TSLA Position: Q2 2026 in Review

Ridgecrest Wealth Partners reduced its Tesla (TSLA) stake by 9.2% in Q2 2026, selling an estimated $147K and leaving 3,626 shares worth $1.52M. The position accounts for 0.74% of the portfolio, ranked #29.

Ridgecrest Wealth Partners first reported a position in TSLA in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.21M in Q3 2021. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Ridgecrest Wealth Partners held 3,626 shares of Tesla worth $1.52M as of Q2 2026.
  • Ridgecrest Wealth Partners sold 369 Tesla shares in Q2 2026, an estimated $147K.
  • Tesla made up 0.74% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #29 holding.
  • Ridgecrest Wealth Partners first reported a position in Tesla in Q1 2021 and has held it in 22 quarters since.
  • Ridgecrest Wealth Partners's Tesla position peaked at $2.21M in Q3 2021.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.